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Automate Your Business Processes with Salesforce Flow
Edit Elements in Auto-Layout

Edit Elements in Auto-Layout

Modify existing elements in a flow to update their configuration or behavior.

Required Editions

View supported editions.
User Permissions Needed
To add and manage flow elements : Manage Flow
Note
Note You don't need to be an admin to have the Manage Flow permission. Ask your admin to add it to your profile or permission set.

Edit elements to modify their configuration, change their behavior, or update the data they process. Screen elements open in a separate window for editing, while non-screen elements open their properties panel directly on the canvas.

  1. Edit a screen element.
    1. To edit a screen element, click it, and then make your changes in the Edit Screen window.
    2. To undo changes to the Edit Screen window one at a time, use the undo shortcut on your keyboard.
    3. To undo all changes to the screen element, click Cancel.
    4. To close the Edit Screen window, click Done
    5. Save your flow.
  2. Edit a non-screen element.
    1. To edit an element, click it, and then make changes in its properties panel.
    2. To hide a properties window on the canvas, click Close element panel.
    3. To undo changes to the properties window one at a time, click Undo changes or use the undo shortcut on your keyboard.
    4. Save your flow.
 
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